Frequently Asked Questions

Our advisers are qualified to provide aged care advice, including assistance with Centrelink. We can take on the burden of ensuring your loved ones can afford quality care in their later years.

We provide tax-effective strategies that paint a clear picture of your desired retirement. We can remove the stress of not knowing whether you can afford to retire, and help you decide when you will retire.

We can help you make good choices about debt — whether that's securing lending to buy a home or getting out of debt as soon as possible, including strategies to pay off credit cards and personal loans. We work with and can refer you to trusted mortgage brokers.

We deal with Centrelink daily and have strategies available to increase your benefits. We'll help you apply for and keep your entitlements up to date with minimal need to attend a Centrelink office or call centre.

We can guide you through what's important in estate planning, including common pitfalls, and discuss strategies so any remaining superannuation is left tax effectively. When you're ready, we can refer you to a reliable estate planning lawyer.

We can assist in establishing and running a Self-Managed Super Fund, including its investment portfolio and applicable insurances — and help wind one up if that's the right thing to do. We'll work with your accountant or administrator, or refer you to one. We're also not afraid to tell you if we don't think an SMSF is right for you.

Taking control of your superannuation early can have huge implications for your end retirement balance. We'll help you understand what you can control, how small changes now create positive long-term outcomes, and simplify what you already have. There can be worthwhile tax, social security, estate planning and retirement outcomes if done well.